Financial Planning Assistant
Salary of up to £25,000 + benefits + study support
I am pleased to work in collaboration with a progressive and forward-thinking firm of Chartered Financial Planners in the Preston area to assist with the appointment of an experienced IFA Assistant to their friendly and knowledgeable team.
The appointee will be responsible for providing support to the Financial Advisers within the business with new business processing, preparation of review packs, obtaining quotes and illustrations as well as a regular liaison with clients, product providers and other 3rd parties. The ideal candidate will have similar experience in a Financial Planning practice as well as working knowledge of IRESS software.
This organisation is very supportive of career progression, and some of their directors/chartered financial planners have joined the business in IFA Administrator capacity. Full sponsorship and support will be provided with studies for the Diploma in Regulated Financial Planning.
If you are interested to find out more, please do not hesitate to contact Antonia Mihaylova on , or simply send your most recent CV to . All enquiries will be treated in the strictest confidence.
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